Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.88

-0.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer Phud who wrote (118312)	4/4/2004 7:42:51 PM
From: Tomcat	Read Replies (1) of 275872

Their debt is larger than ever and they have only 1 logic fab. Yes they have debt and only 1 fab. They may only need one fab for awhile. There is always the IBM rumor. Their die size is huge and it runs on a very tempramental process. I don't know the die sizes off hand, but I didn't think there was much difference between Prescott and the 90 nm Athlon 64s. I think Intel is currently experiencing more process problems than AMD. ... there is now competition for x86-64 from a much lower cost supplier... Where can I buy one? ... and you think they (AMD) are in the best position in their history? In the past I don't think AMD had any presence in the server space. Today HP, SUN and IBM are shipping Opteron servers. AMD's presence in the notebook space has never been better with HP and emachines as OEMs not to mention Acer, Fujitsu, Voodoo and others. AMD has also kept competitive in the desktop space. They still need to work on commercial wins though. Intel has a much smaller die... You already said that, but I don't think that is true. ... and 2 300mm fabs going to 5 over the next year or so. That is a lot of capacity. It will be interesting to see if Intel can keep those 60% gross margins. If you want to think of Intel now as the second source then I guess that's ok.. I never said this. As far as processor performance goes I don't think Intel has much if any advantage over AMD. They are as close as they have ever been. And don't bet that AMD is resting on its laurels just as I am sure that Intel isn't either. I believe that AMD is just getting started and will continue to take market share and increase profitability. At least I am betting on it with my AMD shares. Good luck!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next